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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $57,590-81.4% | $86,233-87.6% | $82,448-87.0% |
| Participation rate | 92.3% | 57.9%+34.4pp | 69.0%+23.3pp | 68.1%+24.2pp |
| Annual return | 20.93% | 22.41%-1.5pp | 61.39%-40.5pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,531 | $1,655-7.5% | $2,504-38.9% | $2,551-40.0% |
| Participant deferral / active EE | $3,139 | $3,080+1.9% | $4,559-31.1% | $4,139-24.2% |
| Admin fee / account holder | $559 | $4,730-88.2% | $8,342-93.3% | $7,234-92.3% |